July 2008
Perspective: Recession, recovery or something in between?
With global prices down 22% from their peak and credit market woes continuing, investors are asking if global and Australian economic conditions are likely to stabilise or worsen. Matthew Sherwood, Senior Manager, Investment Markets Research at Perpetual Investments finds that both economies are likely to moderate but avoid recession and that low-risk earnings and sustainable dividend growth are the keys to investment performance going forward.
July 2008
Perspective: A crude end to 2007/08, but some light at the end of the year
Over the past eight months global sharemarkets have been hit hard by the credit market turmoil and record oil prices. Matthew Sherwood, Senior Manager, Investment Markets Research at Perpetual Investments discusses the market outlook which is likely to be rough in the next few months in the wake of a tougher earnings environment, but may improve as investors look through the cycle.
June 2008
Perspective: The 21st century energy crisis
By the mid- 1980s most market analysts had assigned the 1970s energy crisis into history, but with oil prices more than doubling over the past 18 months the problem has resurfaced.
Matthew Sherwood, Senior Manager, Investment Markets Research at Perpetual discusses the increased risk for the global economy and sharemarket of a permanent rise in the oil price and what investors can do.
May 2008
Perspective: Five inconvenient truths about sharemarkets
Over the past five years global economic growth has been strong and inflation low, but higher oil prices have seen this change. Matthew Sherwood, Senior Manager, Investment Markets Research at Perpetual discusses why this shift in the macro outlook has changed some old rules of share investing and where the opportunities are in the new environment.